The death of a loved one is a time of great sadness and grief, not just for a surviving partner, but for family and friends too. UNIQ Family Wealth (UNIQ) recognises the fact that in the days, weeks and months that follow, your time is best spent supporting one another and dealing with immediate needs such as funerals.
We get to know you and your family well in addition to understanding your financial objectives. Which is why we are often best placed to help you with all the associated legal, tax and Probate matters that will inevitably be required.
Applying for Probate can be a difficult task, especially if there are a number of assets and even property owned abroad. It can be even more complicated if Inheritance tax is involved. We can get through the myriad of paperwork, deal with authorities, Probate office and all the banks and providers.
Looking to the future
As Benjamin Franklin famously said, “There is nothing in this life more certain than death and taxes.” Here at UNIQ we try to prepare you for most of life’s uncertainties and taxes too. So do not hesitate to contact us when the inevitable happens and you are shocked, shaken or unprepared.
We can help you make instructions for new wills, set up Lasting Powers of Attorney and provide you with assurance that financially you will be able to cope.
Here for you
To find out more about how we can help you plan ahead for whatever happens in the future, please get in touch with us.
Do not delude yourself, tomorrow is not guaranteed; and even if good fortune brings you your tomorrow, there is no guarantee those you love will be a part of it. Do not squander your precious, limited time. Value what love you have in your life – nothing is more valuable. Make it known to those who matter.
― Wayne Gerard Trotman
We use our best endeavors to calculate your tax liabilities. The interaction between investment gains or losses and other allowable reliefs can be complex and dependent on your personal circumstances. We use the information you provide to us, but the calculations are provisional and should not be relied upon unless we have considered other gains/losses you may have made elsewhere. You should check with your tax adviser for these and any other tax issues as appropriate.